Graham Corp
81 hedge funds and large institutions have $113M invested in Graham Corp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0.92% more ownership
Funds ownership: 74.78% → 75.7% (+0.92%)
0% more funds holding
Funds holding: 81 → 81 (0)
4% less capital invested
Capital invested by funds: $118M → $113M (-$5.3M)
11% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 28
20% less call options, than puts
Call options by funds: $292K | Put options by funds: $367K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$4.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$1.18M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$1.17M |
| 4 |
RA
Royce & Associates
New York
|
+$942K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$468K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$584K |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$509K |
| 3 |
Renaissance Technologies
New York
|
-$435K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$427K |
| 5 |
State Street
Boston,
Massachusetts
|
-$391K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
76
Panagora Asset Management
Boston,
Massachusetts
| $8K | – | – | – |
|
|
QCG
77
Quadrant Capital Group
Cincinnati,
Ohio
| $7K | – | – | – |
|
78
US Bancorp
Minneapolis,
Minnesota
| $5K | – | – | – |
|
|
WCM
79
Wealthcare Capital Management
Richmond,
Virginia
| $2K | +$2.32K | +149 | New |
|
80
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | +$981 | +63 | New |
|
|
AIG
81
American International Group
New York
| $80 | +$234 | +15 | +0.3% |
|
|
GCP
82
GSA Capital Partners
London,
United Kingdom
| – | -$323K | -21,290 | Closed |
|
83
HSBC Holdings
London,
United Kingdom
| – | -$196K | -12,698 | Closed |
|
|
PI
84
PEAK6 Investments
Chicago,
Illinois
| – | -$179K | -11,815 | Closed |
|
|
AIP
85
ARS Investment Partners
New York
| – | -$174K | -11,450 | Closed |
|
86
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$167K | -11,017 | Closed |
|
87
AllianceBernstein
Nashville,
Tennessee
| – | -$161K | -10,600 | Closed |
|
|
PWPS
88
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$1K | -64 | Closed |
|
GHM Hedge Fund Activity: Q1 2021 in Review
81 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q1 2021, worth a combined $113M — down 4.5% from $118M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new GHM positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 28 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $4.8M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $584K.
- 81 institutional investors held Graham Corp (GHM) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $113M of Graham Corp stock for Q1 2021, down 4.5% quarter-over-quarter.
- 8 funds opened new Graham Corp positions in Q1 2021 and 7 closed out, a net change of +1 holder.
- The largest Graham Corp buyer in Q1 2021 was Victory Capital Management, an estimated $4.8M added.
- The largest Graham Corp seller in Q1 2021 was ArrowMark Colorado Holdings, an estimated $584K sold.
Based on aggregated 13F filings for Q1 2021.